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Distance Only Napa, CA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Remy Jacobson (CRD# 7242551) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Napa, CA and has over 3 years of experience in the finance industry.
Patrick McCuen (CRD# 5861873) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 13 years of experience in the finance industry.
Justin Meyer (CRD# 7170812) is an Investment Advisor Representative working at Mml Investors Services, LLC in Napa, CA and has over 4 years of experience in the finance industry.
Jamie Olhiser (CRD# 7427228) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has 1 year of experience in the finance industry.
Robert Reed (CRD# 7662401) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Napa, CA and has 1 year of experience in the finance industry.
Natalie Rodriguez Gutierrez (CRD# 7513488) is an Investment Advisor Representative working at Cuso Financial Services in Napa, CA and has 1 year of experience in the finance industry.
Tracy Schmuhl (CRD# 2999539) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Napa, CA and has over 26 years of experience in the finance industry. Tracy Schmuhl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Schug (CRD# 7183709) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 4 years of experience in the finance industry.
Sean Scruby (CRD# 4545316) is an Investment Advisor Representative working at Olde World Investments in Napa, CA and has 1 year of experience in the finance industry. Sean Scruby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Danielle Solano (CRD# 7307890) is an Investment Advisor Representative working at Morgan Stanley in Napa, CA and has 1 year of experience in the finance industry.